Creating a Viewpoint

This procedure describes how to create a Viewpoint, which enables you to determine which jobs are selected and loaded into memory, how the jobs are filtered, and the hierarchy that is used to display those jobs.

To create a Viewpoint:

1. From the Tools Domain, select Viewpoint Manager.

   The Viewpoint Manager appears.

2. Click .

   A new Viewpoint is added and appears in the Properties pane.

3. Type a Name for the Viewpoint.
4. Type a description for the Viewpoint (optional).
5. In the Hierarchy section, do the following:
   1. Select a Hierarchy definition for the Viewpoint.
   2. To edit the selected Hierarchy, click .

      The Hierarchy dialog box appears.

   3. Type a name for the Hierarchy.
   4. Type a description for the Hierarchy (optional).
   5. Select criteria for each level of the hierarchy. You can define up to six hierarchy levels.
   6. Click Save Update.

      The Hierarchy is defined.

6. In the Filter section, do the following:
   1. Select a Filter for the ViewPoint.
   2. To edit the selected filter, click .

      The Filter dialog box appears.

   3. Type a name for the Filter.
   4. Type a description for the Filter (optional).
   5. Define the filtering criteria:
      • To Include or Exclude a set of criteria, select or specify a field name, relational operator, and a value (for example, CTM Name = ctmp1).
      • To delete a set of criteria, select it in the Include or Exclude area and click Delete.
   6. Click Save Update.

      The Filter is defined.

7. In the Collection section, do the following:
   1. Select a Collection for the Viewpoint.
   2. To create a new collection, click .

      The Collection dialog box appears.

   3. Type a name for the Collection.
   4. Type a description for the Collection (optional).
   5. Define the Collection criteria:
      • To Include or Exclude a set of criteria, select or specify a field name, relational operator, and a value (for example, CTM Name = ctmp1).
      • To delete a set of criteria, select it in the Include or Exclude area and click Delete.
   6. Click Save New.

      The Collection is created.

8. Click Save.

   The Viewpoint is created.